- JPMorgan Chase (Los Angeles, CA)
- …solutions to clients; Collaborate with client service, compliance, operations, technology, risk , credit, legal in order to optimize delivery. + Stay current ... cutting edge treasury/payments products, in addition to an understanding of the credit/ risk process and the compliance nuances of digital assets. + Demonstrated… more
- BlackRock (San Francisco, CA)
- …needed to manage money in real time. Our investment software combines risk analytics with portfolio management, trading, compliance, and operations tools on a ... single platform to power informed decision-making, effective risk management, efficient trading, and operational scale. Through Aladdin, the firm offers to clients… more
- JPMorgan Chase (San Francisco, CA)
- …industry conferences, webinars, and professional media platforms + Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all ... + Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy + Excellent verbal… more
- JPMorgan Chase (Palo Alto, CA)
- …and general industry observations + Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with ... Credit, Risk , and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations **Required Qualifications, Skills and Capabilities:** + Possesses… more
- JPMorgan Chase (Westlake Village, CA)
- …a holistic goals based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, ... Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses… more
- Citigroup (Palo Alto, CA)
- …understood and appropriately prioritized and executed accurately + Appropriately assess risk when business decisions are made, demonstrating consideration for the ... firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and… more
- Citigroup (Encinitas, CA)
- …and involved in short-term planning resource planning + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the ... firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and… more
- Citigroup (San Francisco, CA)
- …+ Deep understanding of client trends in liquidity, payments, working capital, risk management and treasury technology, and distill them for mass consumption and ... direct business impact + Strong knowledge of the TTS and CCB cash management business, revenue drivers, and products + Proven abilities to focus resources and leverage data and analysis to drive towards business objectives + Desire to challenge the… more
- Citigroup (Los Angeles, CA)
- …to optimize client service and cross-marketing opportunities. + Appropriately assess risk when business decisions are made, demonstrating consideration for the ... firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating,… more
- JPMorgan Chase (Los Angeles, CA)
- …instructor-led programs as well as eLearning programs + Work closely with legal, risk , and compliance to ensure alignment with policy and procedures + Deliver ... training sessions nationally (virtual and onsite) + Facilitate training as needed for new Advisors and Advisor Support + Engage the front office on new tech platform and adoption + Work closely with the field support team to manage and troubleshoot issues +… more